David Blanchett

David Blanchett, PhD, is an Adjunct Professor of Wealth Management at The American College of Financial Services and co-host of the Wealth, Managed podcast. He is also the Managing Director and Head of Retirement Research at QMA, a division of Prudential Financial, and formerly held roles at Morningstar Investment Management, LLC. His expertise spans financial planning, tax planning, retirement strategies, and wealth management.

David holds a PhD and a Master of Science in Financial Services (MSFS).

His research focuses on retirement planning, wealth management, tax strategies, and annuities. He explores topics such as longevity risk mitigation, portfolio diversification, and the impact of health considerations on retirement income.

Blanchett’s articles address contemporary issues in financial planning, including longevity risk, social security strategies, and navigating bond markets during volatile periods. His work emphasizes practical insights for advisors and investors, blending academic rigor with real-world applications.

Blanchett has received numerous accolades, including:

• Academy of Financial Services Best Paper Award (2017)
• CFP Board Center for Financial Planning 2017 Academic Research Colloquium Best Investments Paper Award
• Journal of Financial Planning’s 2007 Financial Frontiers Award
• Financial Analysts Journal 2015 Graham and Dodd Scroll Award
• Journal of Financial Planning’s 2014, 2015, and 2018 Montgomery-Warschauer Awards
• Retirement Management Journal’s 2012 Thought Leadership Award

While no formal advisees are listed, Blanchett contributes extensively to the field through his research and advisory roles. His work at QMA and The American College supports the development of practical wealth and retirement management strategies.

Blanchett collaborates within QMA’s research teams and contributes to initiatives at The American College, though specific lab or team affiliations are not detailed.